can any one explain me custom columns option in lead performance report setup tab. I am getting integer value for this in report . But I need like firstname last name email id values.
It all depends on the criteria of your "first name" smart list. 0 means that for instance "Sekhar" does not belong to the smart list "first name".
-Greg
6 replies
A
Anonymous
June 14, 2017
Hi Sujatha,
Within the report tab, if you highlight the "Empty" line, you should be able to then click on "Drill-Down". This will open a pop-up window, where you can choose the attribute you wish to drill down into.
Then, in the lead management report, I group by this field. Each lead will have 1 row in the field. Then you can add custom columns to indicate by 1 / 0 if these leads meet some criteria.